Surgent's Adapting to OBBBA Changes: A Strategic Review
July 7th, 2026 - July 7th, 2026 @ 12:00PM-2:00PM
| Member Price | $119 |
| Non-Member Price | $149 |
| If you are a member, please login to activate member pricing. | |
Credits
2Description
Accounting and finance practitioners are continually asked for strategic planning advice. In this course, we will cover topics that will make clients, and their advisors, tax smart and tax prepared for the coming year and beyond.This program is a two-hour review and analysis of what we consider some of the most important changes from the OBBBA impacting both individual and business clients.Objectives
- Understand the many new tax changes taking place as a result of OBBBA
- Advise clients with regard to planning strategies they could profitably adopt in light of the OBBBA changes
Major Subjects
- Business losses
- The SALT cap
- Implementing Section 1202 changes
- Form 1099 reporting changes
- Business meals
- Health care–related issues
- Family and medical leave
- Other crucial OBBBA provisions